3040 US Highway 22 W, Suite 240
Branchburg, NJ 08876
908.534.4828
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Our Affiliates

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

  • Primary area of expertise is developing key concepts and strategies for the high net worth market.
  • Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, NAIFA and numerous technical and internal Lincoln business management sessions.

 

 

 

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

  • Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.

 

 

 

Nasser Ali, CFA®, CFP®, AAMS®, CMFC®, CRPC®

Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.
  • Member of the CFA institute, CAIA Association, Baltimore Security Analysts Society and Financial Planning Association.

 

 

 

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.
  • B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

 

 

Timothy S. Johnson, J.D.*, CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
  • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.